<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=4052188&amp;fmt=gif">

 

[Infographic] Onboarding Broker-Dealers’ Clients – Doing It Right

According to a recent white paper released by Pershing LLC, a BNY Mellon company, to remain competitive in today’s financial advice industry, broker-dealers must recalibrate their relationships with their advisors. The report identifies that changes in the advisor-client of today's broker-dealer present different challenges and opportunities that broker-dealers must navigate.

It is critical that broker-dealers build trust with their clients and acquire new business. They must be able to respond efficiently to requests, understand the nuances of the industry, provide swift and clear compliance regulation, and see their relationship with a financial representative as a partnership. Broker-dealers need to be able to direct their focus on nurturing client relationships instead of getting buried in the tedious and long processes of new client onboarding. We've created an infographic to help broker-dealers onboard their new clients the right way. After all, broker-dealers don't get a second chance to make a first impression.

[Infographic] Onboarding Broker-Dealers’ Clients – Doing It Right

Share this Image On Your Site

 

 Download this free fact sheet to learn the benefits of Independent E-Signatures™  for the financial services industry. 

digital signatures for the securities industry fact sheet download

You may also like

[Infographic] STP Transforms Financial Transactions
[Infographic] STP Transforms Financial Transactions
11 November, 2015

Businesses today are looking at a range of options that can help them cut cost, reduce manual effort, and increase effic...

SIGNiX and Docupace Partner for Digital Signature Integration
SIGNiX and Docupace Partner for Digital Signature Integration
4 March, 2014

SIGNiX's SEC/FINRA-compliant digital signature service now available within Docupace Technologies' document management s...

How digital signatures improve new client onboarding for fiduciaries
How digital signatures improve new client onboarding for fiduciaries
19 June, 2019

Investment advisors, wealth managers, and other fiduciaries understand that client expectations have changed dramaticall...